Issues & Projects ยท CONNECTIONRun Checkmob field service: clients and contacts, visit scheduling and results, service orders, checklist answers, travel mileage, users, groups and segments.
Explore 78 workflow actions for Checkmob, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Activate or deactivate several contacts at once.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a service order's status. Valid IDs come from List service order statuses.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a note on a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a group.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a segment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a service order for work that needs more than one user or more than one visit.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a client. Checkmob recommends deactivating clients with visit history instead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a client note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a group.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a segment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a service order.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete up to 500 service orders at once. Each result says deleted or not found.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get a checklist.
Get a client by its Checkmob ID.
Get a contact.
Get a contact's address.
Get a group.
Get a segment.
Get a service order.
Get the checklist answers for a service order's visits, by section.
Get a user.
Get a user's recorded location.
Get a visit record, including check-in, check-out, location and notes.
Get a visit record's checklist answers, by section.
Link a contact to one or more clients at once.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Link a group to a checklist.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Link a segment to a checklist.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Link clients to a segment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Link one or more contacts (people) to a client at once.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Link groups to a segment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Link users to a segment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
List a client's addresses.
List a client's notes.
List a segment's linked users and groups.
List the legs (origin to destination) of one travel day, with distance, cost and the visits they connect.
List one user's travel days with distance, cost, approval and payment state. Use id_dia to open a day's legs.
List answered checklists.
List client categories.
List checklists (questionnaires).
List client custom fields with their options.
List clients (companies), filtered and paginated. Search covers name, code and document number.
List contact custom fields with their options.
List contacts (people at clients).
List custom fields, optionally only those of clients or contacts (origem).
List user groups (teams).
List market sectors.
List visit objectives.
List the optional selector items (products).
List segments.
List the service order statuses you can set.
List service orders. Filter by scheduled window, users, clients, status or the visible code.
List visit record statuses.
List service types.
List funnel steps.
List temperatures.
List mileage and travel cost totals per user for a period.
List users. Search covers name, login and email.
List scheduled and completed visit records. Filter by completion, check-out window, users, clients or service order.
Send a client record. Fields left out keep their current values; it never creates a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a client's main address.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a contact, including whether it is active.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a contact's address.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a group. It never creates a group.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a segment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a service order. Fields left out keep their current values; ids_usuarios replaces the assigned users (an empty list removes them); concluida true completes it and false reopens it. Editing never changes the status.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Schedule a visit for a client. With ativo true it is sent to the field user's app; false keeps it as to be sent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a client from a segment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove the link between a contact and one or more clients.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a group from a checklist.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a group from a segment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a segment from a checklist.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a user from a segment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove the link between a client and one or more contacts.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change only the fields you send on a client, for example ativo false to deactivate it.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a client note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Adjust a visit record: client, objective, note, location, check-in (data_inicio) and check-out (data_realizacao). Fields left out keep their values.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Checkmob. A saved workflow is not a completed provider action.
